Working with resources

Use these tasks to work with resource information in Schedule. At this time, a resource is a technician. Dispatchers are associated with a user profile from Service Management that may be associated with a region and/or a branch. The dispatcher will only see the technicians within that region and/or branch.

Marking technicians in the Resource window to display will update the Schedule Board and the Unscheduled Appointments section with the technicians' appointments.

Context-sensitive options for resource appointments on the Schedule Board

Right-click on a resource appointment on the Schedule Board to access the following options:

Set Status - Set or update the appointment status.
- Arrived
- Closed
- Complete - See Completing appointments.
- Dispatched
- In Route
- Open
- Paged
- Re-assigned
- Received
- Unassigned
Unschedule Appointment - The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointments.
Appointment Wizard - Opens the appointment wizard. See Using the appointment wizard for more information.
New Appointment - Opens the New Appointment/Activity window to create a new appointment based on the current appointment. See Create additional appointments.

Context-sensitive options for resources on the Schedule Board

Right-click on a resource name to the left of the Schedule board to access the following options:

New Resource Activity - Opens the Resource Activity window. See Create a resource activity for more information.
Appointment Wizard - Opens the appointment wizard. See Using the appointment wizard for more information.
Print Resource Schedule
- Schedule Resource Report
- Report Wizard
Unschedule All - This option will unschedule all appointments scheduled for this technician.
Unassign All - This option will unassign all appointments assigned to this technician.

See also: